-58.9%
AVTR vs RPRX
+91.4%
-150.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | +3.2% | +2.1% | +1.1% | +2.5% |
| 30D | +0.5% | +21.9% | -21.5% | -5.6% |
| 3M | +12.1% | +16.9% | -4.8% | +6.5% |
| 6M | +91.2% | +34.5% | +56.7% | +72.9% |
| YTD | +36.3% | +80.9% | -44.6% | +11.5% |
| 1Y | +35.2% | +77.6% | -42.4% | +11.4% |
| 3Y | -15.8% | +173.5% | -189.4% | -42.2% |
| 5Y | -58.9% | +84.9% | -143.8% | -65.3% |
| All | -58.9% | +91.4% | -150.3% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RPRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling